Commodities
Schroders to launch commodities investment trust
Rob Langston, 18 April 2011
Schroders is to launch a Guernsey-domiciled commodity investment trust to be managed by absolute return multi-manager specialist Schroders NewFinance Capital.
The Schroder Opus Commodity Fund will be managed by David Mooney and willl mirror the existing Opus Commodities Core Plus strategy, run by the NewFinance Capital team since 2007.
According to Schroders, the multi-manager closed-end fund will invest through specialist active managers and a commodities futures portfolio.
The investment trust will aim outperform the DJ-UBS Commodity Total Return Index by 6 to 9 per cent per annum net of fees over a market cycle and provide 100 per cent exposure to the benchmark index, with a 5 per cent tracking error.
Robin Stoakley, managing director of Schroders’ UK Intermediary Business, said, 'This fund will give investors efficient, quoted access to the commodity markets at a time when continued global economic growth and inflexible supply after the global recession are driving the commodities markets.
'David Mooney and the Schroders NewFinance Capital team have an excellent track record of generating solid returns in commodities markets and I am very confident that they will continue to generate strong returns for our investors.'
Mooney added, 'With global economic growth on a sustained track, and concentrated in emerging markets, and with the costs of commodities exploration and production under relentless upward pressure, we are in an extraordinary period for commodities.
'This fund gives investors risk-adjusted access to the asset class through best-in-class managers.'
Marketing for the launch will begin in May, with a target closing date set for the end of June 2011.
The annual management charge will be 60 basis points, with a performance fee of 10 per cent on the relative outperformance against the benchmark - subject to absolute high water mark.
Advertisement
Free Magazine: How To Invest For Income
Free Magazine: How To Invest For Income In this free edition of MarketViews, Peter Temple highlights key features that can make income-based investing generate such good results. Get your free copy here
Free Guide: 8 Common Trading Indicators
Get this free guide to find out how to use technical indicators to give you a sense of what the market will do next. Get your free copy here.
No hassle and no admin fees. Open an account now with The Share Centre. Find out more.
A free guide to Gold Investment
Physical Gold protects against global economic downturn by providing crucial portfolio balance. You can buy gold bars for your UK pension and receive up to 40% price discount via tax relief. Buy tax-free gold coins as an alternative to poor interest rates. Find out more and download this free guide to gold investment.
The TaxGuide.co.uk has a wealth of tips and advice from working out your tax bill, through to the latest personal tax rules. Get your personal tax tips today.
FREE Report: Inside Investment Trusts
Written by the team behind What Investment, this exclusive FREE report covers:
- Why Investment Trusts are better than Unit Trusts
- How new legislation is broadening the appeal of Investment Trusts
- Where to look for buying opportunities
- Why now is the time to buy Investment Trusts
- The Investment Trusts to invest in at the moment


Comments
Please register or login to comment on this article.